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Waverly Advisors’s Fidelity Emerging Markets Multifactor ETF FDEM Stock Holding History

Waverly Advisors’s Portfolio FDEM Stock Details FDEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$502K Buy
+15,893
New +$524K ﹤0.01% 1083
2025
Q2 		– Sell
-12,000
Closed -$307K – 1196
2025
Q1 		$307K Hold
12,000
– – ﹤0.01% 917
2024
Q4 		$303K Hold
12,000
– – ﹤0.01% 819
2024
Q3 		$325K Buy
+12,000
New +$311K 0.01% 665

Other funds holding FDEM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
S
Storgate Dallas, Texas $127M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
SFA
Salus Financial Advisors Colorado Springs, Colorado $171M AUM 16.63% 1-Year Est. Return
CRW
Clarity Retirement & Wealth New Bedford, Massachusetts $124M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors's FDEM Position: Q1 2026 in Review

Waverly Advisors opened a new position in Fidelity Emerging Markets Multifactor ETF (FDEM) in Q1 2026: 15,893 shares worth $502K. The stake represents ﹤0.01% of the portfolio and ranks #1083 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in FDEM as recently as Q1 2025.

Waverly Advisors first reported a position in FDEM in Q3 2024 and has held it in 4 quarters since. 77 funds tracked by Wall St. Rank hold FDEM as of Q1 2026.

  • Waverly Advisors held 15,893 shares of Fidelity Emerging Markets Multifactor ETF worth $502K as of Q1 2026.
  • Fidelity Emerging Markets Multifactor ETF was a new Waverly Advisors position in Q1 2026.
  • Fidelity Emerging Markets Multifactor ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1083 holding.
  • Waverly Advisors first reported a position in Fidelity Emerging Markets Multifactor ETF in Q3 2024 and has held it in 4 quarters since.
  • 77 funds tracked by Wall St. Rank held Fidelity Emerging Markets Multifactor ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.